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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429602 | Advisory (Plan) | $7,963 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,920 | $65,376+97.2% | $87,102+48.0% | $65,185+97.8% |
| Participation rate | 37.7% | 75.3%-37.6pp | 76.9%-39.2pp | 70.2%-32.5pp |
| Annual return | 5.51% | 31.27%-25.8pp | 28.19%-22.7pp | 29.38%-23.9pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,543 | $3,388-54.5% | $4,048-61.9% | $3,514-56.1% |
| Admin fee / account holder | $837 | $520+61.1% | $7,491-88.8% | $847-1.2% |